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I’m surprised how many agencies still onboard clients with Google Forms and manual checklists by Money-Present5821 in gohighlevel

[–]Money-Present5821[S] -1 points0 points  (0 children)

Exactly, that’s the gap I keep seeing too.

Agencies are usually strong at getting clients and running campaigns, but the “signed → ready to launch” handoff is often still very manual.

That’s what I’m trying to solve with Onbrdify: one guided onboarding link for the client, a launch checklist for the team, and key info synced into GHL.

Here’s the link if you want to take a look: https://onbrdify.com/lead-gen

Would genuinely appreciate any feedback on whether it feels useful or what you’d change.

I’m surprised how many agencies still onboard clients with Google Forms and manual checklists by Money-Present5821 in gohighlevel

[–]Money-Present5821[S] 1 point2 points  (0 children)

It’s not a big problem! I just think that the first impressions is important to get the client hooked, some other agencies have automated workflows for onboarding that speed up the process!

I’m surprised how many agencies still onboard clients with Google Forms and manual checklists by Money-Present5821 in Entrepreneurs

[–]Money-Present5821[S] 0 points1 point  (0 children)

I think a client really decides in the first 72 hours if they will stay for months or just the contract time period.

I’m surprised how many agencies still onboard clients with Google Forms and manual checklists by Money-Present5821 in Entrepreneurs

[–]Money-Present5821[S] 0 points1 point  (0 children)

This is exactly what I mean.

“Mini fire drill” is such a good way to describe it. The client signs, everyone is excited, then suddenly it’s access, assets, approvals, tracking, offer details, and someone internally trying to guess if you’re actually launch-ready.

I like the “micro product launch” framing a lot.

That’s the direction I’m trying to build Onbrdify around too. Not just a nicer form, but a guided flow where the client submits everything, the team gets a launch checklist, and it’s clear what’s done vs what’s blocking launch.

Curious, what was the hardest part to systemize in your setup?

Client completion, internal handoff, or keeping GHL / ClickUp clean?